IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Squar Milner Financial Services LLC

Q3 2019 Holdings

Filed 2019-10-22 | 0 holdings | $0 | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2020-11-25) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Western UN Co COM(WU)Stock959802109$2209,5290.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$2202,4410.0%
Berkley W R Corp COM(WRB)Stock084423102$2243,1040.0%
Capital One Finl Corp COM(COF)Stock14040H105$2242,4730.0%
First Trust Water ETF(FIW)ETF33733B100$2284,0640.0%
Allergan PLC SHSStockG0177J108$2281,3570.0%
Salesforce COM Inc COM(CRM)Stock79466L302$2301,5520.0%
Bristol Myers Squibb Co COM(BMY)Stock110122108$2354,6470.0%
FOX Corp CL A COM(FOXA)Stock35137L105$2367,4990.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$2375,9040.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$2388,5250.0%
Blackstone Group Inc COM CL A(BX)Stock09260D107$2404,9260.0%
Nutrien LTD COM(NTR)Stock67077M108$2464,9400.0%
Energy Transfer LP COM UT LTD PTN(ET)Stock29273V100$24718,9120.0%
MGM Growth Pptys LLC CL A COM(MGP)REIT55303A105$2498,3000.0%
Spdr S&P Semiconductor ETF(XSD)ETF78464A862$2532,8270.0%
Magna Intl Inc COM(MGA)Stock559222401$2554,8000.0%
Ishares Msci Canada ETF(EWC)ETF464286509$2568,8810.0%
Church & Dwight Inc COM(CHD)Stock171340102$2563,4080.0%
Expeditors Intl Wash Inc COM(EXPD)Stock302130109$2563,4580.0%
Valero Energy Corp New COM(VLO)Stock91913Y100$2583,0340.0%
Wisdomtree U.S. Quality Dividend Growth Fund(DGRW)ETF97717X669$2655,8820.0%
SPX Flow Inc COMStock78469X107$2686,8140.0%
Lilly ELI & Co COM(LLY)Stock532457108$2722,4400.0%
General Mtrs Co COM(GM)Stock37045V100$2737,2840.0%
Zoetis Inc CL A(ZTS)Stock98978V103$2742,2070.0%
SPX Corp COMStock784635104$2746,8510.0%
Invesco Buyback Achievers ETF(PKW)ETF46137V308$2744,3840.0%
Exelon Corp COM(EXC)Stock30161N101$2775,7500.0%
Ishares Msci Australia ETF(EWA)ETF464286103$27812,5000.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$2821,5710.0%
Manulife Finl Corp COM(MFC)Stock56501R106$28415,4730.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$2863,5550.0%
Centurylink Inc COM(CTLEUR)Stock156700106$29523,6520.0%
Ishares Msci Switzerland ETF(EWL)ETF464286749$3018,0000.0%
TJX COS Inc New COM(TJX)Stock872540109$3095,5540.0%
Novartis A G Sponsored ADR(NVSN)ADR66987V109$3103,5760.0%
New Residential Invt Corp COM New(RITM)REIT64828T201$31219,9000.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$3143,2800.0%
Mastercard Inc CL A(MA)Stock57636Q104$3181,1730.0%
Spdr DOW Jones Global Real Estate ETF(RWO)ETF78463X749$3226,2150.0%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$3272,6500.0%
Vodafone Group PLC New Sponsored ADR(VOD)ADR92857W308$32916,5490.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$3342740.0%
Wisdomtree U.S. Midcap Fund(EZM)ETF97717W570$3358,5050.0%
Dominion Energy Inc COM(D)Stock25746U109$3364,1500.0%
Brookfield Asset Mgmt Inc CL A LTD VT SHStock112585104$3426,4580.0%
Vanguard Real Estate ETF(VNQ)ETF922908553$3443,6930.0%
Ishares Iboxx Investment Grade Corporate Bond ETF(LQD)ETF464287242$3482,7350.0%
Mcdonalds Corp COM(MCD)Stock580135101$3501,6320.0%
PreviousPage 15 of 18Next